Tesla Stock Should Be Worth This Much Today... | Summary and Q&A

TL;DR

Valuating Tesla stock is challenging due to its hyper-growth nature, but considering its current market position in electric vehicles and real world autonomy, a valuation of $120-125 billion would be appropriate.

Key Insights

• 🚙 All vehicles in the future will be electric, making Tesla the current leader in electric vehicles and, therefore, highly valuable in this market.
• 🌍 Tesla's real world autonomy capabilities and data collection provide a significant advantage over competitors and should be valued accordingly.

Transcript

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Questions & Answers

Q: How does Tesla's hyper-growth make it challenging to value the company?

Tesla's rapid revenue growth and multiple business segments make it difficult to predict future financials and determine a fair valuation for the company.

Q: What are Tesla's pie-in-the-sky opportunities?

Tesla's pie-in-the-sky opportunities include solar roofs and power packs, as well as the development of an autonomous taxi network.

Q: Why is valuing Tesla's energy business challenging?

Valuing Tesla's energy business is challenging because it is currently a guess game with no clear indication of whether it will be successful or profitable in the future.

Q: What is Tesla's position in autonomous vehicles?

Tesla is the leader in real world autonomy and data collection, with no other car manufacturer offering comparable autonomous features.

Summary & Key Takeaways

• Tesla's hyper-growth and multiple business segments make it difficult to value the company accurately.

• Tesla has two significant pie-in-the-sky opportunities: solar roofs and power packs, and the autonomous taxi network.

• Valuing Tesla is a long-term game as these opportunities are still several years away.